Wealth Management for High Net Worth Individuals

At The Best Doggone Bookkeeping Company, LLC, we take a holistic approach to wealth management for business owners, high net worth individuals, and their families. We recognize that certain turning points in your life like the sale of a business, financing your children's education, or retirement, require careful financial planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.

The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Our Wealth Management Services

Our Northwest Las Vegas, NV Accountant provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 702-880-9409 to schedule a free consultation today.

Accounting Services

Testimonials

Stephanie was really helpful in assisting me with our tax return this year! For the 1st time ever, I was self employed and when we walked in, we owed! She helped me get the maximum write-off's (explaining everything a long the way in a way I could understand) and we walked out with a return! She is VERY good at what she does and knows all the ends and outs of tax laws! I would definitely recommend her service to anyone need tax services!

Antonio V

Working with Stephanie is a delight. My husband and I are not very knowledgeable on certain tax issues. Stephanie is just wonderful, patient, and professional. She makes everything crystal clear. I highly recommend her to anyone! As a matter of fact, my son will be using her!

Rob C

Stephanie has been doing tax work for me since 2005 and I, obviously, have the utmost confidence in her and her abilities. She has been with me through good times and bad and even now that I am out of state, I still use her services for my company. I recommend her highly.

Robert S

Stephanie has done my taxes now or many, many years. She is accurate, knowledgeable and great at what she does! I would highly recommend her services!

Christine M

Free Consultation

We'd like to help your business. Call us today at 702-880-9409 or request a free consultation now.